PERSONAL

Mass personalised super

By personalising investment strategy and the engagement experience, you can help more Australians achieve their desired retirement lifestyle.

HOW CAN MASS PERSONALISATION HELP?

Broaden engagement and lift voluntary contributions

By putting individuals’ retirement lifestyle goals at the centre, you can guide each to set the right level of contributions to help them achieve it.

Remove complexity

Remove complexity by making the super conversation about them and their life goals

Help set a funding

Help set a funding goal that reflects their personal lifestyle aspirations in retirement

Clarify the voluntary

Clarify the voluntary pre- and post-tax contribution levels needed to get on track

Track and show

Track and show progress, delivering proactive support to help them get and stay on track


Improve investment outcomes, individual by individual

By optimising asset allocation at the individual level, you can help remove the compromises embedded in one-size-fits-many approaches.

Personalise asset

Personalise asset allocation to each individual’s goals and circumstances

Regular Review

Regularly review and adjust to changing markets and personal circumstances

Improve projected returns

Improve projected returns, even for the disengaged

Implement efficiently

Implement efficiently to deliver this at a surprisingly low cost

WHO COULD BENEFIT FROM THIS APPROACH?

Organisations looking to efficiently help a large number of people achieve their investment goals.

Leading employers

Your people are your company’s greatest asset. Extend your employee value proposition to helping secure their financial security in retirement.

Super funds

Put the member data you collect to better use, by personalising your customer experience and/or investment offering around the personal circumstances of each individual.

Platforms and financial institutions

Deliver world-class, goal based, asset allocation to your customers, implemented regularly and cost efficiently.

personalising super

THE RESEARCH INFORMING OUR APPROACH

Analysing the impact on 8,120 real Australians.

Explore the research underpinning the approach—how pivoting Australia’s superannuation system to a mass personalised, goals-based approach will help more Australians live the life they want in retirement.

Explore the research

We’d love to discuss how this approach could work for you

Please reach out to me directly or request a call back below.

Jodie Hampshire
Managing Director
+61 2 9229 5375

Request a callback

Jodie Black Circle
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